Q3 FY26 · Ended Sep 30, 2026 · View SEC filing
Selling property, not rent, lifted operating profit
Sale gains explain most of the jump, so this quarter's profit level rests on deals that need not recur.
For investorsHow much of Kimco's profit repeats without a sale?
For foundersThe anchor model: sell access to traffic, spread the risk
Kimco's share of joint venture income rose to $73.9M, which the filing ties mainly to property sales inside those ventures.
Turnover becomes a chance to reprice, so rent can grow inside the existing portfolio without buying more property.
The largest tenant is 3.8% of annualized base rent across 9,428 leases, so a single failure dents income without defining it.
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Business Lens describes Kimco Realty from its own filings with the SEC. It is not a view on its shares, a target, or advice to buy, sell or hold anything; figures are as filed and may be restated by the company later. The filing is linked above.
